Over the past 32 years, Rob has designed custom-tailored financial plans for thousands of families across the U.S. He's a brilliant financial strategist with a servant's heart and a gift for teaching. As a respected leader in the financial services industry, he's regularly invited to share his expertise at national training events. He lives in Sacramento, CA with his wife and 8-year-old son, where they enjoy boating & competing in triathlons.